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HubSpot Onboarding Services

We set up HubSpot for trusted South African solar companies and ensure all team members have the correct access and knowledge to use the platform to its full potential.

We customise HubSpot for your solar business

Comprehensive setup tailored for solar

We perform customised HubSpot implementations for:

  • Solar installers
  • Solar training academies
  • Solar manufacturers
  • Solar equipment sellers and resellers
  • Solar software providers

Typically we follow the following steps, tailored to your specific business:

  1. Basic HubSpot account setup (users, permissions, default settings, privacy settings and more)
  2. Data imports or transfers
  3. Integrations with other relevant systems and applications
  4. Connections to your website, social media accounts, ad accounts and email sending domain
  5. Email marketing setup
  6. Team setup
  7. CRM setup (contacts settings, lifecycle stages, properties customisations)
  8. Tracking and analytics
  9. Compliance and security
  10. Training and support

Once your HubSpot account is set up we work with you to implement marketing, sales and service strategies to get the most out of the platform.

We are SunSpot.
Your solar business growth partner.